Mary
Goddard

Sprott Asset Management Usa Inc

CRD#1640634
Investment Advisor
in Carlsbad, CA
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About this Advisor

Mary Goddard is a financial advisor based in Carlsbad, California, who has been in the financial industry for 24 years. Goddard is an employee of Sprott Asset Management Usa Inc. During their career, the advisor has held roles at Global Resource Investments, LTD and Sprott Asset Management Inc (Former: Terra Res. Inv. Mng. Inc). Goddard holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in California and Texas. Sprott Asset Management Usa Inc is a firm that has its headquarters in Carlsbad, California. The firm has offices in two locations and a total of 28 financial advisors. It has $152 million in assets under management between its 521 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 521 client accounts, 49% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Sprott Asset Management Usa Inc may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

24 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1910 Palomar Point Way Suite 200
Carlsbad, CA 92008

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Sprott Asset Management Usa Inc Brokerage Details

Total Assets Under Management

$131,562,266

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

588

CA Average: 3,727
Average Account Size

$223,745

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mary Goddard Work History

Mary has 24 years of experience.

2006 - Present (13 years)

Sprott Asset Management Inc (Former: Terra Res. Inv. Mng. Inc)

1994 - Present (25 years)

Global Resource Investments, LTD

Disclosures

Mary Goddard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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